Metrics dashboards make managing teams easy and efficient with overview features that track individual and team performance. Monitor the number of doors knocked, proposals generated, and more, and spot opportunities to improve and optimize sales.
KPI dashboards display stats across your organization, at both the team and individual level.
Build out teams across your organization to create structure and transparency so you can optimize performance.
Strategically expand markets with blitz features that analyze homeowner data and reveal which areas are prime for overtaking, and which areas aren’t worth your time.
The app’s lead management features mean reps can spend less time doing admin and more time selling.
The app’s built-in CRM makes lead management easy. Record details and status for every lead to automatically share information your team needs to move a sale forward at any stage.
Schedule reminders that sync to your calendar from the app.
Real-time notifications keep you informed of every project update. Or search across your team to find and check progress on a lead or a project with the status filter.
The ability to adapt is key in those final moments before a sale. That’s why Quativa built specialized features that enable customization and adjustments in front of customers.
As you collect and input details in the app, Quativa’s platform is running in the background, automatically generating a custom solar plan for your customers’ budget and needs.
Draw custom arrays and demonstrate the solar system possibilities in real-time directly to your customers.
If you’re looking to impress a customer or tackle a tricky roofline, you can request high-resolution, hyper-accurate arrays from experts through the app.
Quickly adjust to your customers’ roofing requirements with features that instantly calculate roofing estimates, and adjust and integrate roofing costs into proposals, loan offers, and total costs.
Using homeowner data already provided, Quativa finds and filters the best loan options for your customer. Customers can review and compare extensive loan options, easily apply with the app, and get approval — all in a matter of moments.
Get notified about and resolve stipulations that might hold up your customer’s ability to sign.
Complete sales in the home with in-app e-signing.
An API-based solution for project management, Quativa’s platform proactively monitors your organization’s pipeline to catch and correct issues and ensure smooth installations.
Track the lifecycle of all projects, from surveying to the moment the solar system is turned on. Your project success manager monitors, corrects and notifies you of any issues, keeping you informed of project status at any stage.
Don’t let change orders hold up a project. Submit a change order directly in the app.
You deserve to be in the driver’s seat, which is why we give you the choice and power to select the installer for each project based on their performance. Our platform gives you full visibility into install timelines, product availability, and compares pricing to help you make informed decisions and stay in control.
From lead gen to install, Quativa’s app consolidates, automates, and simplifies the solar sales process to save you time, minimize error, and increase sales.
Learn how successful sales organizations are using Quativa to sell more solar.